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WealthPLAN Partners’s iShares MSCI New Zealand ETF ENZL Stock Holding History

WealthPLAN Partners’s Portfolio ENZL Stock Details ENZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$5.38K Sell
117
-117
-50% -$5.39K ﹤0.01% 703
2016
Q2 		$5.04K Buy
+234
New +$9.79K ﹤0.01% 1983

Other funds holding ENZL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
WOA
Water Oak Advisors Winter Park, Florida $155M AUM 6.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
BWM
Braver Wealth Management Needham, Massachusetts $616M AUM 12.48% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WealthPLAN Partners's ENZL Position: Q3 2016 in Review

WealthPLAN Partners reduced its iShares MSCI New Zealand ETF (ENZL) stake by 50% in Q3 2016, selling an estimated $5.39K and leaving 117 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

WealthPLAN Partners first reported a position in ENZL in Q2 2016 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold ENZL as of Q3 2016.

  • WealthPLAN Partners held 117 shares of iShares MSCI New Zealand ETF worth $5.38K as of Q3 2016.
  • WealthPLAN Partners sold 117 iShares MSCI New Zealand ETF shares in Q3 2016, an estimated $5.39K.
  • iShares MSCI New Zealand ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #703 holding.
  • WealthPLAN Partners first reported a position in iShares MSCI New Zealand ETF in Q2 2016 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.